Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239B
AUM Growth
+$3.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,838
New
Increased
Reduced
Closed

Top Buys

1
+$820M
2
+$647M
3
+$469M
4
MNDT
Mandiant, Inc. Common Stock
MNDT
+$403M
5
SWY
SAFEWAY INC
SWY
+$365M

Top Sells

1
+$1.07B
2
+$720M
3
+$568M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$460M
5
KDP icon
Keurig Dr Pepper
KDP
+$438M

Sector Composition

1 Financials 8.8%
2 Technology 8.54%
3 Healthcare 8.09%
4 Energy 6.96%
5 Industrials 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$30.8M 0.01%
629,379
-3,135
1052
$30.8M 0.01%
2,029,074
-27,924
1053
$30.7M 0.01%
1,732,862
-838,672
1054
$30.6M 0.01%
1,150,785
-242,750
1055
$30.6M 0.01%
882,936
-138,402
1056
$30.6M 0.01%
540,638
-3,063
1057
$30.6M 0.01%
1,327,966
+97,130
1058
$30.6M 0.01%
1,185,089
-27,319
1059
$30.5M 0.01%
970,764
+779,512
1060
$30.5M 0.01%
558,660
+74,122
1061
$30.5M 0.01%
+1,057,948
1062
$30.4M 0.01%
976,516
+60,884
1063
$30.4M 0.01%
5,974,813
+2,405,795
1064
$30.2M 0.01%
1,237,346
-100,028
1065
$30.2M 0.01%
1,014,970
+138,962
1066
$30.2M 0.01%
457,063
+195,225
1067
$30.1M 0.01%
5,118,810
+296,993
1068
$30.1M 0.01%
1,693,883
+1,013,583
1069
$30M 0.01%
520,411
+39,996
1070
$30M 0.01%
708,794
-145,979
1071
$29.9M 0.01%
2,813,656
+993,101
1072
$29.8M 0.01%
686,744
-218,454
1073
$29.8M 0.01%
419,921
-17,869
1074
$29.8M 0.01%
476,577
+128,054
1075
$29.8M 0.01%
1,465,113
+580,916
41 42
43
44 45